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Carina Takimoto

Mortgage, Insurance & Investment
Financial Planning

Contact Information:

Toronto, ON L6B1k3
Canada

Years in Business:

 

8

Clients I'm Seeking:

 

Everyone who needs and want to improve their financial health , 2nd review or free financial analysis of their current situation

About My Business:

 

CARINA TAKIMOTO , BROKER has had the satisfaction of meeting the retirement planning ,estate planning, insurance planning, mortgage planning , needs of her clients. She does this listening to clients while they express their financial objectives and concerns and helps them build a plan that responds to their individual needs. Given a strong belief for what she does, she has built his business on relationships of trust. CARINA differentiates herself by her experiences and ability to provide effective solutions; to personally deliver the highest value with added service; and commitment to professionalism, ethics and education. She follow a proven process that includes understanding her client’s goal and current financial position; reviewing their sources of income and savings ; developing a confidential, customized retirement investment plan and reviewing and monitoring the plan on an on-going basis.

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